Form Wealth Advisors, LLC Incresed Positions in Q2 2025

Form Wealth Advisors, LLC

  • $827 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
733K
+ 47.24%
$43.53 - $54.46 $31.9M - $39.9M
2.29M $124B
IVV
Ishares Core S&P 500 ETF

ETFs
43.3K
+ 17.29%
$498.8 - $620.9 $21.6M - $26.9M
293K $182B
QQQ
Invesco Qqq Trust, Series 1

ETFs
10.2K
+ 14.32%
$416.06 - $551.64 $4.23M - $5.61M
81.2K $44.8B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
70.6K
+ 11.06%
$51.16 - $62.02 $3.61M - $4.38M
709K $44B
IEMG
Ishares Inc

ETFs
48.5K
+ 9.39%
N/A
565K $33.9B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
38.5K
+ 20.52%
$90.56 - $109.49 $3.48M - $4.21M
226K $24.7B
TLT
Ishares Barclays 20+ Year Trea

ETFs
48.6K
+ 48.45%
$83.97 - $92.85 $4.08M - $4.51M
149K $13.1B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
5.88K
+ 1.45%
$50.08 - $63.14 $294K - $371K
410K $25.9B
IEF
Ishares Barclays

ETFs
18.7K
+ 8.94%
$93.15 - $96.56 $1.75M - $1.81M
228K $21.9B
IVW
Ishares S&P 500 Growth ETF

ETFs
1K
+ 3.41%
$82.96 - $110.1 $83.2K - $110K
30.5K $3.35B
Ge Vernova Inc
11
+ 0.69%
N/A
1.6K $846M
GE
General Electric CO

Industrials
1
+ 0.02%
$166.81 - $257.39 $167 - $257
5.77K $1.49B
JPM
Jpmorgan Chase & CO

Financial Services
228
+ 4.46%
$210.28 - $289.91 $47.9K - $66.1K
5.34K $1.55B
IVE
Ishares S&P 500 Value ETF

ETFs
835
+ 5.2%
$168.34 - $195.42 $141K - $163K
16.9K $3.3B
IWB
Ishares Tr Russell 1000 ETF

ETFs
309
+ 18.0%
$272.36 - $339.57 $84.2K - $105K
2.03K $688M
CWB
Spdr Bloomberg Convertible Sec

ETFs
27
+ 0.34%
$71.86 - $82.66 $1.94K - $2.23K
7.9K $653M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
1.33K
+ 16.07%
$22.63 - $26.95 $30.2K - $35.9K
9.63K $260M
FIS
Fidelity National Information Services, Inc.

Technology
46
+ 0.71%
$68.14 - $82.13 $3.13K - $3.78K
6.55K $533M
RJF
Raymond James Financial Inc

Financial Services
10
+ 0.37%
$123.65 - $153.88 $1.24K - $1.54K
2.74K $420M
ICVT
Ishares Tr Convertible Bond Et

ETFs
21
+ 0.52%
$78.98 - $90.1 $1.66K - $1.89K
4.04K $364M
PEG
Public Service Enterprise Group Inc

Utilities
163
+ 4.76%
$77.13 - $84.18 $12.6K - $13.7K
3.59K $302M
ADP
Automatic Data Processing Inc

Industrials
36
+ 4.5%
$276.76 - $326.81 $9.96K - $11.8K
836 $258M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
74
+ 1.14%
$42.51 - $43.7 $3.15K - $3.23K
6.59K $288M
EPRF
Innovator Etfs Tr S&P Invt Gra

ETFs
198
+ 1.55%
$16.99 - $17.74 $3.36K - $3.51K
13K $228M
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
143
+ 1.32%
$10.7 - $12.22 $1.53K - $1.75K
11K $132M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
99
+ 1.03%
$25.69 - $26.9 $2.54K - $2.66K
9.75K $259M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
131
+ 1.35%
$31.07 - $32.25 $4.07K - $4.22K
9.83K $312M
ALL
Allstate Corp

Financial Services
23
+ 1.93%
$180.53 - $212.64 $4.15K - $4.89K
1.22K $245M
PRU
Prudential Financial Inc

Financial Services
86
+ 2.25%
$95.12 - $112.71 $8.18K - $9.69K
3.91K $420M
DHR
Danaher Corp

Healthcare
2
+ 0.11%
$174.64 - $205.16 $349 - $410
1.83K $361M
CVX
Chevron Corp

Energy
29
+ 1.14%
$133.73 - $168.51 $3.88K - $4.89K
2.58K $370M
XOM
Exxon Mobil Corp

Energy
18
+ 0.23%
$99.93 - $119.04 $1.8K - $2.14K
7.72K $833M
AAPL
Apple Inc.

Technology
194
+ 1.47%
$172.42 - $223.89 $33.4K - $43.4K
13.4K $2.75B
Activity Summary
Buys All Purchases 38 New Holdings 4 Increased Positions 34 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Form Wealth Advisors, LLC Portfolio

Follow Form Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Form Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Form Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email